All Articles

• Week of 2010-08-29
• 09/02/10 Strong Competition Could Hinder Symantec’s Storage Share Growth
• 09/02/10 Higher Router Share Expected for Juniper
• 09/02/10 HP Emerges as Victor over Dell in Battle for 3Par
• 09/02/10 Potential 8% Hit to Qualcomm’s Stock from Intel-Infineon Deal
• 09/02/10 BlackBerry Torch Won’t Help RIM’s Stock
• 09/02/10 Wal-Mart Stock Should Benefit From Lower Spending, More Stores
• 09/01/10 New Flash Memory Plant Could Yield 3% Upside for SanDisk Stock
• 09/01/10 Why Are Dell and HP Fighting Over 3Par?
• 09/01/10 Cius Tablet Could Lift Cisco Stock by 1%
• 09/01/10 Potential 14% Upside to Monster from Job Postings Growth
• 09/01/10 Higher Expectations for Adobe’s Creative Software Share
• 09/01/10 More Internet Users Can Provide a Modest Boost to Google’s Stock
• 08/31/10 Trend in Printers & Displays Not Good for Dell
• 08/31/10 Is Apple Entering the Streaming Video Market?
• 08/31/10 3D TV May Not Boost Best Buy Stock
• 08/31/10 Wireless Infrastructure Business Could Lift Nokia Stock by 5%
• 08/30/10 Slower Growth for Best Buy’s US Store Count
• 08/30/10 Growth Potential for AnnTaylor’s LOFT Stores
• 08/30/10 Apple’s R&D Costs Expected to Rise
• 08/30/10 Can Redbox Challenge Netflix Online?
• 08/30/10 Better App Selection Could Boost Nokia Stock by 5%
• 08/30/10 New Pepsi Max Commercial Could Help PepsiCo and Coca-Cola
• Week of 2010-08-22
• 08/28/10 Is Nvidia’s Market Share in Pro Graphics Cards Sustainable?
• 08/28/10 Fewer DVDs Mailed per Subscriber Can Help Netflix’s Stock
• 08/28/10 What Lower Customer Traffic Could Mean for Starbucks
• 08/27/10 New Coverage: $53 Trefis Price Estimate for Estee Lauder
• 08/27/10 Ford’s Lincoln Brand Trails the U.S. Luxury Pack at Midyear
• 08/27/10 Streaming Two World Cups a Year Could Boost Akamai Stock By 3%
• 08/27/10 McAfee Deal Could Lift Intel’s Stock by 3%
• 08/27/10 Slow Recovery for Hourly Rates of Accenture Consultants
• 08/27/10 Limited Cisco Upside from Higher Network Security Revenues
• 08/27/10 Potential for Higher Ford Truck Share in North America
• 08/26/10 Direct Sales Boost Specialty Retail Stocks
• 08/26/10 Netflix Canada Could Lift Stock by 10%
• 08/26/10 Slower Laser Printers & Cartridges Growth Could Mar Lexmark
• 08/26/10 Nexus One Smartphone Less Than 1% of Google’s Stock
• 08/26/10 Higher CDMA Wireless Share Could Boost Sprint’s Stock
• 08/26/10 Expectations Higher for Amazon’s Kindle Sales
• 08/25/10 7% Downside to eBay from Slower Listing and Pricing Growth
• 08/25/10 AT&T’s Future Depends on Mobile Data
• 08/25/10 Rising Storage Market Share Should Boost NetApp Stock
• 08/25/10 Vanishing Subscribers Hurt AOL’s Search Business
• 08/25/10 Latin America Could Lift DirecTV Stock by 13%
• 08/25/10 Colgate’s Stock to Benefit from Higher Oral Care Share
• 08/25/10 Expectations for Home Depot In-Line with Trefis Forecasts
• 08/24/10 Little Impact to Stock from Better Pepsi Soda Performance
• 08/24/10 Expectations for Higher McAfee Market Share in Business Security Software
• 08/24/10 Potential 5% Downside to Motorola from Slightly Higher R&D Costs
• 08/24/10 New Smartphones Boost Verizon’s Wireless Business
• 08/24/10 Possible 5% Upside for Sprint Stock on Prepaid Subscriber Gains
• 08/24/10 Apple iPad Not Hurting Mac Sales
• 08/24/10 Banana Republic Stores Can Drive Growth for Gap
• 08/23/10 Expectations for AMD Server Processor Biz In Line with Trefis Forecasts
• 08/23/10 Trefis Members Expect Slower Decline in iPad Pricing
• 08/23/10 Slower Growth Expected for Disney Consumer Products Revenues
• 08/23/10 Smaller Decline in Mobile Chipset Share Could Boost Qualcomm’s Stock
• 08/23/10 Slight Upside to Microsoft from Higher Windows & SQL Servers Margins
• 08/23/10 International Growth Yields 2% Upside for Wal-Mart Stock
• 08/23/10 Disney Needs 30% Annual Revenue Growth from Playdom
• 08/23/10 Can Intel Justify $48 Per Share For McAfee?
• Week of 2010-08-15
• 08/20/10 Netflix Subscriber Growth Could Lift Stock by 20%
• 08/20/10 Anthropologie Growth Should Boost Urban Outfitters Stock
• 08/20/10 International Sales Could Drive 40% Upside for Ford Stock
• 08/20/10 Lower Fee per HBO Subscriber Expected for Time Warner
• 08/20/10 Streaming Video Promises 15% Upside for Netflix Stock
• 08/20/10 Operating Efficiencies Should Support Wal-Mart’s Stock
• 08/20/10 McAfee Brings Smartphone Security Chops to Intel
• 08/19/10 Nokia Expected to Benefit from Higher Mobile Phone Pricing
• 08/19/10 Smaller Decline in Netflix Monthly Subscription Fee Expected
• 08/19/10 20% Upside to RIM from Higher BlackBerry Margins and Share
• 08/19/10 eBay Could Benefit from Growing PayPal Biz
• 08/19/10 Nvidia Stock Could Slide 4% On Soft PC Demand
• 08/19/10 Film Business Could Lift News Corp Stock by 5%
• 08/19/10 Margin Growth Could Boost Monster Stock by 15%
• 08/18/10 Mac Desktop Market Share and Pricing Important for Apple
• 08/18/10 Lower Viacom Share of DVDs Sold in US
• 08/18/10 Higher Windows and Office Margins Could Boost Microsoft’s Stock by 15%
• 08/18/10 Downside to Coca-Cola from Lower Minute Maid Expecations
• 08/18/10 Trefis Members Predict Small Rise in Verizon’s Mobile Market Share
• 08/18/10 Specialty Apparel Brands Should Outperform In Recovery
• 08/18/10 A Silver Lining for Cisco’s Stock?
• 08/17/10 Up to 4% Downside for Google if Oracle Prevails in Android Suit
• 08/17/10 Upside to Apple’s Stock from iPhone Pricing and Market Share
• 08/17/10 TWC’s Digital Phone Margins Could Decline
• 08/17/10 Potential Upside to Dish’s Stock from Higher Pay-TV Share
• 08/17/10 Declining Margins Could Hurt Symantec’s Stock
• 08/17/10 Higher Search Market Share Expected for Google
• 08/16/10 VeriSign’s Price Hikes Could Curb Demand for .Com & .Net Domains
• 08/16/10 Nokia Faces Global Margin Squeeze
• 08/16/10 Cost Cuts Should Boost Verizon
• 08/16/10 Growing Yahoo Internet Users Projected
• 08/16/10 Trefis Members Optimistic on SanDisk’s Mobile Flash Memory Biz
• 08/16/10 Steady Growth Expected for Wal-Mart’s Stores & Margins Outside the US
• 08/16/10 Lower Expectations for Intel’s Mobile Chipset Biz
• Week of 2010-08-08
• 08/14/10 Limited Impact on Dell from Declining Desktop Prices
• 08/14/10 HP’s Printer & Ink Margins Could Improve
• 08/13/10 Women’s In-Store Apparel Could Drive Growth for J.Crew
• 08/13/10 Profit Margins for EMC’s Data Domain Expected to Remain Strong
• 08/13/10 How Will Ford Perform?
• 08/13/10 Can Nokia’s Stock Look Up?
• 08/13/10 Volvo Sale A Bad Move For Ford
• 08/12/10 Cloud Services Growth Unlikely to Boost Amazon’s Stock
• 08/12/10 Potential 2% Intel Upside From Rising Server & Notebook Shipments
• 08/12/10 How Park & Resort Traffic Impacts Disney’s Stock
• 08/12/10 Growing Enterprise Router Market Yields Small Upside for Cisco
• 08/12/10 Zune Media Player Doesn’t Move Needle on Microsoft’s Stock
• 08/12/10 Google Apps Biz Forms a Small Portion of Google’s Stock
• 08/11/10 North America Still Likes Ford Trucks
• 08/11/10 Expectations for McDonald’s Stock In Line with Trefis Forecasts
• 08/11/10 Indian Market Losses Could Hurt Nokia’s Stock
• 08/11/10 On-Demand Services Constitute a Small Portion of Comcast’s Stock
• 08/11/10 15% Upside to Lexmark from Higher Laser Printer Market Share Expectations
• 08/11/10 Video Conferencing Biz Has Little Impact on Cisco’s Stock
• 08/11/10 Rising Online Shopping Business Customers Could Boost Akamai’s Stock by 11%
• 08/11/10 Subscriber Losses Could Hurt Dish Network’s Stock
• 08/10/10 Partner Sales Key To Starbucks’ Growth
• 08/10/10 Daimler’s Truck Division Rolls Over Competitors
• 08/10/10 Growth Potential from DirecTV’s Latin American Biz
• 08/10/10 Expectations for Netflix’s Costs In Line with Trefis Forecasts
• 08/10/10 SAP’s Margins Rise With Corporate IT Spending
• 08/10/10 Trefis Members Expect Higher Dell Notebook Share
• 08/10/10 Costco Revenue per Square Foot Remains Higher in US than Internationally
• 08/10/10 Small Upside to Nvidia from Higher Share in Notebook PC Graphics
• 08/09/10 DirecTV’s Ad Revenues Can Grow Despite Flat Market Share
• 08/09/10 BlackBerry Messenger Ban Could Hurt RIM’s Stock
• 08/09/10 Higher Expected Notebook Processor Pricing & Share Could Boost AMD’s Stock
• 08/09/10 Little Impact to Adobe’s Stock from Lower Acrobat Pricing & Margin
• 08/09/10 Time Warner Cable Faces Declining VoIP Market Share Despite Rising Revenues
• 08/09/10 Juniper Could Benefit from Higher Margins & Edge Router Share
• 08/09/10 20%+ Upside to NYT from Higher Revenue per Page & Unique Visitors for NYTimes.com
• 08/09/10 Trefis Members Expect Higher Market Share & Margins for Microsoft’s Xbox
• 08/09/10 Higher R&D Expenses and Lower SG&A Expenses Expected for Motorola
• Week of 2010-08-01
• 08/06/10 Subscribers Prediction Before Dish Network’s Earnings
• 08/06/10 Potential Downside to SAP’s Share in Supply Chain & CRM Markets
• 08/06/10 Higher Ann Taylor Store Margins Boost ANN Stock
• 08/06/10 Mobile Phone Biz a Small Portion of Dell’s Stock
• 08/06/10 Trefis Members Expect Better Windows Margins, But Decline in Windows Share
• 08/06/10 Improving YouTube Margins Won’t Move Needle for Google
• 08/06/10 Modest Upside to Apple from Higher iPad Sales
• 08/06/10 iPhone, iPad Apps Boost NYT’s Mobile Traffic
• 08/06/10 Time Warner Benefits From Rising Cable Ad Prices
• 08/05/10 Higher Expectations for Yahoo’s Search Market Share and Search Revenues
• 08/05/10 Trefis Members Expect Small Amazon Boost from Higher Kindle Margins and Units
• 08/05/10 EX Switches Could Lift Juniper’s Stock by 7%
• 08/05/10 Flash Dominates Mobile Phones, But Little Upside for Adobe’s Stock
• 08/05/10 A&F and Hollister Store Counts Important for ANF’s Stock
• 08/05/10 Does Higher Growth for Apple TV Matter for Apple’s Stock?
• 08/05/10 Smartphones Boost Motorola’s Profit Margins
• 08/05/10 Uptick to RIM’s Stock from Slower BlackBerry Pricing Declines
• 08/05/10 More Subscribers Combined with Fewer DVD Shipments Could Boost Netflix’s Stock
• 08/04/10 Atom Processor Only 2% of Intel’s Stock
• 08/04/10 Slightly Lower Expectations for J.Crew’s Revenue per Square Foot
• 08/04/10 Powerade Can’t Energize Coca-Cola’s Stock
• 08/04/10 Limited Brands’ Stock Could Get Boost from Victoria’s Secret International Stores
• 08/04/10 Digital TV Boxes Won’t Move Needle for Motorola
• 08/04/10 Microsoft Feels the Pain from iPad’s Rise
• 08/04/10 Netflix Challenges Cable and Satellite Operators
• 08/04/10 Impact of U-Verse on AT&T’s Stock is Minimal
• 08/04/10 Limited Upside to SanDisk from Growth in USB Flash Drive Market
• 08/04/10 15% Upside to VMware from Slower Margin Decline
• 08/04/10 New Male Skin Care Line Should Boost P&G
• 08/03/10 Happier Customers, Hotter Phones Help Sprint
• 08/03/10 Mobile Initiatives Could Boost Yahoo by 10%
• 08/03/10 4% Netflix Downside from Proposed USPS Rate Hikes
• 08/02/10 Widening Margins Spell Upside for Juniper
• 08/02/10 5% Downside for Amazon if Spending Spree Continues
• 08/02/10 Improved Margins Could Boost AT&T by 3%
• 08/02/10 Some Upside to Dish from Higher HD Margins and Penetration
• 08/02/10 Decline in Search Margins and Slower Internet Growth Could Pull Google’s Stock Down by 13%
• 08/02/10 Gum Market Share Important for Kraft’s Stock
• 08/02/10 Higher Customer Spend and More Stores Could Boost Chipotle’s Stock
• 08/02/10 10% Upside to AMD from Higher Expected Desktop Processor Pricing, Share
• 08/02/10 Akamai Could See 5% Upside From E-Commerce Growth
• Week of 2010-07-25
• 07/30/10 IT Upgrades, Cloud Computing Boom Boost EMC
• 07/30/10 Significant Upside to Wal-Mart’s Stock from Higher US Margins
• 07/30/10 Bullish Outlook for Ford’s Market Share in Cars & Trucks
• 07/30/10 Recovery of US CSD Market and Higher Coca-Cola Share Would Benefit KO Stock
• 07/30/10 Little Further Upside to Apple’s Stock from iAd
• 07/30/10 AT&T’s Rising Wireless Capital Spending Could Hurt Stock
• 07/29/10 Trefis Members Anticipate Higher Mercedes-Benz Vehicle Sales
• 07/29/10 Flat Margins for Aeropostale Stores Could Weaken ARO Stock
• 07/29/10 Trefis Members Expect Slow Growth in Google Search Market Share
• 07/29/10 Potential 18% Upside to Dish’s Stock from Higher Pay TV Share, Subscriber Fees
• 07/29/10 Limited Upside to SanDisk from Growing Tablet Market
• 07/28/10 High Smartphone Prices, 3G Market Growth Yield 14% Upside for Qualcomm
• 07/28/10 iPad Business Worth More Than Mac Notebooks for Apple
• 07/28/10 American Eagle’s Revenue per Square Foot Expected to Trend Up
• 07/28/10 Investor Expectations for Key VeriSign Metrics In Line With Forecasts
• 07/28/10 Apple’s Stock Could Gain from Higher Mac Desktop Pricing, Share
• 07/28/10 McDonald’s Benefits More from Franchises Than Its Own Restaurants
• 07/28/10 Small Upside to SanDisk from Sansa MP3 Player
• 07/28/10 Booming Mercedes-Benz Creates 17% Upside for Daimler
• 07/28/10 Yahoo Could See 5% Upside From Social Networking
• 07/28/10 Ford Builds U.S. Market Share
• 07/28/10 P&G’s E-Commerce Play Should Help Operating Margins
• 07/27/10 Juniper’s Stock Sensitive to Router Share and Margins
• 07/27/10 Higher Long Term Expectations for Pepsi Margins, but Impact is Small
• 07/27/10 Small Upside to Intel’s Stock from Higher Atom Market Share
• 07/27/10 ESPN Crucial for Disney’s Success
• 07/27/10 North American Sales Growth Creates 3% Upside for Coca-Cola
• 07/27/10 Possible Netflix Downside from Growing Content and Technology Costs
• 07/27/10 Velocitude Deal Should Boost Akamai’s E-Commerce Revenues
• 07/26/10 Motorola’s iDen Business Adds Little to its Stock
• 07/26/10 Mobile Memory Sales Boost SanDisk
• 07/26/10 No Recovery for Intel’s Server Processor Share Yet
• 07/26/10 Rising Global Golf Market to Have Little Impact on Nike’s Stock
• 07/26/10 Trefis Members More Conservative on iPad Sales and Apple Upside
• 07/26/10 Motorola’s Stock Extremely Sensitive to Changes in Mobile Phone Market Share
• 07/26/10 Rising Service Revenues Benefit VMware
• 07/26/10 Gmail and Orkut Hardly Matter to Google’s Stock
• 07/26/10 Intel Could Benefit From Sustained Demand for High-End Servers
• 07/26/10 Aeropostale’s Sales Could Slump as Economy Recovers
• Week of 2010-07-18
• 07/23/10 Higher Oral Care Share Would Boost Colgate-Palmolive’s Stock
• 07/23/10 Verizon’s FiOS Broadband Pricing Expected to Increase Slower
• 07/23/10 Slow DVD Growth Frees Cash for Netflix
• 07/23/10 Upside to Costco from Rising International Business
• 07/23/10 Comcast’s Stock Could See 13% Upside from Higher Expected Pay TV Market Share
• 07/23/10 PC Refresh Cycle Could Lift Intel’s Stock
• 07/23/10 Trefis Members More Bullish on Netflix Subs, 60% Upside to NFLX
• 07/23/10 Global Golf Slump Unlikely to Hurt Nike’s Stock
• 07/23/10 Dish Network Must Open Its Wallet To Catch DirecTV
• 07/23/10 Apple iPhone Pricing Resilient, For Now
• 07/22/10 Pepsico: Bottler Acquisitions Raise Beverage Revenues But Could Hurt Margins
• 07/22/10 Larger Decline in Norton AntiVirus Share Would Impact Symantec
• 07/22/10 Higher Expected Mobile CapEx Could Be a Drag on AT&T’s Stock
• 07/22/10 Digital TV Box Market Grows, but Cisco’s Margins Could Take a Hit
• 07/22/10 Akamai Upside from Customer Growth
• 07/22/10 Ford Benefits from Rising Asia-Pacific Sales
• 07/22/10 New Coverage: $31 Trefis Price Estimate for Limited Brands
• 07/22/10 Mercedes Sales to Drive Daimler’s Growth
• 07/21/10 Upside to SAP from Slower Decline in ERP & CRM Market Share
• 07/21/10 Higher Expected Share in Gum Market Would Lift Kraft Foods’ Stock
• 07/21/10 Wireless Networks Sale Could Boost Motorola’s Stock by 20%
• 07/21/10 Trefis Members Expect Rising Customer Traffic to Boost Starbucks
• 07/21/10 Rising Competition Could Erode Adobe’s Creative Software Pricing and Share
• 07/21/10 Upside to RIM from Higher BlackBerry Share and Bigger Mobile Market
• 07/21/10 iPhone Case Giveaway Unlikely to Move Apple’s Stock
• 07/20/10 McAfee Could Gain Share in Antivirus, Network Security Markets
• 07/20/10 Rising Search Revenues and Market Share Could Lift Yahoo’s Stock
• 07/20/10 Modest Google Upside from Higher Adoption of Google Apps
• 07/20/10 PepsiCo May Benefit from Higher Market Share for Regular Pepsi
• 07/20/10 Little Impact on Qualcomm from Higher Mobile TV Growth Expectations
• 07/19/10 Google’s Margin Squeeze Won’t Hurt Long
• 07/19/10 Modest Share Gains and Falling Fees Expected for Verizon
• 07/19/10 Investors Expecting Further Upside to Best Buy?
• 07/19/10 Little Hit to Amazon’s Stock from Lower Kindle Pricing & Unit Sales
• 07/19/10 Why Colgate Beats P&G in Oral Care
• Week of 2010-07-11
• 07/16/10 Court Loss Could Knock 20% off VeriSign’s Stock
• 07/16/10 Chinese Manufacturing Cost Hikes Threaten HP, Dell
• 07/16/10 International Stores to Drive Costo’s Growth
• 07/16/10 Coca-Cola Benefits from Rising Minute Maid Revenues
• 07/16/10 15% Upside to Qualcomm from More CDMA Phones and Slow Phone Price Declines
• 07/16/10 Higher Labor Costs in China Hardly Impact Lucrative iPhone Margins
• 07/15/10 45% Upside to Netflix’s Stock on Higher Fees and More Subs
• 07/15/10 15% Upside to AMD from Potential Higher Server Processor Market Share
• 07/15/10 American Eagle’s aerie Brand Poised for Growth
• 07/15/10 Higher Carriage Fees Unlikely to Hurt Dish Network
• 07/15/10 Associated Content Deal Could Lift Yahoo by 4%
• 07/15/10 Optimism for Dell Notebook Market Share and Pricing
• 07/14/10 Enterprise iPad Adoption Could Yield 3% Upside for Apple
• 07/14/10 Growing Bridal Market Could Boost AnnTaylor by 3.3%
• 07/14/10 Trefis Member Data Suggests Microsoft Windows Pricing and Market Share Will Drop
• 07/14/10 Verizon iPhone Could Boost Qualcomm’s Stock by 4%
• 07/14/10 Oracle’s Acquisitive Nature Starts to Hurt Rival SAP
• 07/13/10 Service Improvements Could Yield 10% Upside for Comcast and Time Warner Cable
• 07/13/10 iPhone 4 Glitches Could Knock 5% off Apple’s Stock
• 07/13/10 Feminine care a battleground for P&G and Kimberly Clark
• 07/13/10 AT&T’s Internet Business at Risk from FCC’s Consideration of Broadband Regulation
• 07/12/10 Smartphone E-Commerce Can Boost Amazon’s Stock 10%
• 07/12/10 R&D, Internet and World Cup Likely to Help Nike Footwear Gain Share
• 07/12/10 Hulu Plus Not an Immediate Threat to Netflix
• 07/12/10 Rising Chinese Energy Drink Appetite Could Boost Coca-Cola
• 07/12/10 Facebook Search Could Mean 5% Downside for Google
• 07/12/10 Abercrombie’s Hollister Revenues Should Recover with U.S. Economy
• Week of 2010-07-04
• 07/08/10 Wal-Mart Rotates Inventory and Squeezes Suppliers to Generate Significant Value
• 07/08/10 Smartphone Market is the Future for Microsoft Office
• 07/08/10 Ford: Good Buy at Current Levels
• 07/08/10 Designer Diapers Boost P&G, Kimberly Clark
• 07/08/10 Woot Acquisition Won’t Move Amazon’s Stock
• 07/08/10 Will U.S. Consumer Caution Hamper Best Buy?
• 07/07/10 Rising Chinese Manufacturing Costs Could Squeeze Wal-Mart’s Margins
• 07/07/10 Private Label Surge Threatens Polo Ralph Lauren
• 07/06/10 Lawsuit Could Equate to 20% Downside Risk for Dell’s Stock
• 07/06/10 Augmented Reality Could Boost Qualcomm’s Chip Sales
• 07/06/10 Higher Subscription Fees Equal 15% Upside for Netflix Stock
• 07/05/10 10% Upside to A&F’s Stock From Push into Lingerie Market?
• 07/05/10 Wal-Mart Store Makeover Could Goose Sales
• 07/05/10 Netflix Fights Comcast for Video Rental Supremacy
• 07/05/10 Apple’s Delay in Streaming iTunes Could Hurt its Stock
• 07/05/10 ITA Acquisition Helps Google in Online Travel Search
• Week of 2010-06-27
• 07/02/10 High Margins and Share for P&G’s Gillette Business
• 07/02/10 American Eagle and Abercrombie & Fitch Compete for Younger Shoppers
• 07/02/10 Best Buy Enters the Media/Telecom Services Market
• 07/02/10 Nvidia Looks to 3D PC Market for Growth
• 07/02/10 Network Security is 18% of McAfee’s Stock
• 07/02/10 Wal-Mart’s Small Box Strategy
• 07/01/10 New iPhone-like Devices Can Stem Further Sprint Losses
• 07/01/10 iPhone 4 Could Create 5% Upside for Apple’s Stock
• 07/01/10 Are U.S. Dieters Losing Faith in Diet Coke?
• 07/01/10 Intel’s Choice: Market Share or Profit Margins?
• 07/01/10 Kraft is $4 Billion Sweeter from Cadbury Deal
• 07/01/10 Rich Internet App Business Can Get a Boost from Adobe’s New Flash Player
• 06/30/10 Dip in RIM’s Stock an Opportunity if BlackBerry Pricing Declines Slow
• 06/30/10 Aggressive Promotions Could Help Dish Network Challenge DirecTV
• 06/29/10 Online Social Gaming Boosts Akamai
• 06/29/10 Sprint Betting on Growth of Prepaid Market
• 06/29/10 Polo Ralph Lauren Moves Away from Licensing Business Model
• 06/29/10 International Expansion Key for Best Buy
• 06/29/10 Can Chipotle Go Higher?
• 06/28/10 Profit Margins Key to American Eagle’s Growth
• Week of 2010-06-20
• 06/25/10 Can Lincoln Boost Ford Stock?
• 06/25/10 Adobe’s Creative Suite Sells Despite Threat of HTML5
• 06/25/10 AMD Capitalizing on Cloud Demand with $99 Server Chips
• 06/25/10 Dish’s HD Promotion Can Win it New Subscribers, But at the Expense of Margins
• 06/25/10 New Coverage: $70 Trefis Price Estimate for Polo Ralph Lauren
• 06/24/10 Best Buy Taps Into Lucrative Mobile Market with Best Buy Mobile Stores
• 06/24/10 Three Amazon Initiatives That Can Make eBooks a Billion Dollar Business
• 06/23/10 New Web-based Printers Could Boost HP’s Profits
• 06/23/10 Retail Competition Could Hurt Gap Stock
• 06/23/10 Anthropologie by Urban Outfitters Targets Affluent Women with Lifestyle Store Designs
• 06/23/10 Starbucks Lures Back Old Customers with Free Wi-Fi, WSJ and iTunes Access
• 06/23/10 Kindle Price Cuts Will Help Sales but Hurt Amazon’s Margins
• 06/22/10 Rise in Demand for Men’s Luxury to Boost Coach’s Accessories Sales
• 06/22/10 Partnership with Symantec Doesn’t Matter Much for Dell
• 06/22/10 Revenue per Square Foot Begins to Recover at Gap and Old Navy Stores
• 06/22/10 Cable Providers Needn’t Fear ESPN on Xbox 360
• 06/22/10 Costco’s Ancillary Services Outlook Improves
• 06/22/10 Branded Entertainment Could Boost PepsiCo’s Stock
• 06/21/10 Kids Could Help Apple Move iPads
• 06/21/10 Office Web Apps Can Help Microsoft Office Retain Market Share
• 06/21/10 Services and Printers Are Biggest Contributors to HP’s Stock
• 06/21/10 How important are company owned stores to McDonald’s stock ?
• 06/21/10 Wal-Mart’s Massive Size Makes Sam’s Club Insignificant to its Stock
• 06/21/10 AT&T Keeps Customer Churn Rate Low Despite Customer Complaints
• Week of 2010-06-13
• 06/18/10 Kimberly-Clark Manages to Innovate in Long Established Markets
• 06/18/10 Feature and Speed Competition Heats Up with iPhone 4 and HTC EVO
• 06/18/10 Rising Production Costs Could Impact AnnTaylor’s Margins
• 06/18/10 Can Dell Build a Mobile Phone Business Worth $1 Billion?
• 06/18/10 Apple and AT&T Broaden Reach of iPhone Through Wal-Mart
• 06/18/10 Netflix To Face Stiffer Video-On-Demand Competition After FCC Decision
• 06/17/10 10% Upside to Coach’s Stock from Higher Handbag Prices and Margins
• 06/17/10 Nokia Tries to Revive its Fortunes with New MeeGo OS
• 06/16/10 Best Buy Prepares for Bigger Dip in DVD Sales with CinemaNow Partnership
• 06/16/10 Mercedes-Benz to Drive Growth for Daimler
• 06/16/10 A RIM Tablet Risks Additional Downside to Stock
• 06/15/10 6% Upside to AT&T’s Stock if Enterprise Revenue Declines Are Halted
• 06/15/10 Dish Network’s High-Definition Penetration to Reach 55%
• 06/15/10 Coca-Cola Innovates with Personalized Drinks to Recoup Declining Sales
• 06/15/10 Aeropostale Expected to Outperform Peers: $55 Trefis Price Estimate
• 06/14/10 SAP Could Lose More Share in the CRM Software Market
• 06/14/10 Lean Inventories and High Turnover Key for Urban Outfitters
• 06/14/10 Sterling-IBM Combination to Benefit Both Companies
• 06/14/10 Coke, Sprite & Fanta Businesses Still More Valuable Than Minute Maid, Dasani and Powerade
• Week of 2010-06-06
• 06/12/10 Akamai to Benefit from Prevalence of Pre-roll Video Ads
• 06/11/10 Sale of Sterling Commerce to IBM Has Little Impact on AT&T
• 06/11/10 FCC Concerned by Domination of Wireless Industry by AT&T and Verizon
• 06/11/10 Upside Potential from Abercrombie & Fitch’s Expansion into International Markets
• 06/11/10 Cable and Satellite Providers Mitigate Threat from Gaming Consoles
• 06/10/10 Akamai Could Feel Pinch as Customers Diversify Their CDN Providers
• 06/10/10 P&G’s Detergents (Tide, Ariel) More Valuable than Gillette Razors
• 06/10/10 Phasing Out Mercury Has Less than 2% Impact on Ford’s Stock
• 06/10/10 Sam’s Club Adopts Personalized Discounts to Attract Customers
• 06/10/10 10% Upside to NetApp’s Stock From Improving Storage Hardware Sales
• 06/09/10 Starbucks Diversifies with VIA and Seattle’s Best
• 06/09/10 Membership Fees Account for 15% of Costco’s Stock
• 06/09/10 AT&T’s New Data Pricing Could Undermine Apple’s App and iAd Businesses
• 06/09/10 IBM’s Server Business Losing its Importance
• 06/08/10 Pepsi Accounts for Less Than 5% of PepsiCo’s Stock
• 06/08/10 Digital Cable and Broadband Internet Equally Critical To TWC’s Stock
• 06/08/10 AMD’s Fusion Challenges Dominance of Intel and Nvidia
• 06/07/10 Google’s Android Leading to Greater Competition between Intel and Qualcomm
• 06/07/10 Internet Service Providers like Comcast a Threat to Netflix
• Week of 2010-05-30
• 06/03/10 How Best Buy Has Evolved With Acquisitions
• 06/03/10 Gartner’s Positive Notebook PC Outlook Suggests Upside to Stocks of Intel, HP and Dell
• 06/02/10 Banana Republic Revenue per Square Foot 2X Higher Than Old Navy
• 06/02/10 AT&T Hikes Early Termination Fee to Retain iPhone Subscribers
• 06/02/10 Knockoff Competition Can Knock 17% Off Coach’s Stock
• 06/02/10 Shift to Kids Specialty Apparel Favors Abercrombie & Fitch
• 06/01/10 Factory and Outlet Stores Increasingly Significant for AnnTaylor
• 06/01/10 Signs of a Potential Rebound in Dell’s Notebook Market Share
• 05/31/10 Better Pricing and Margins Expected to Offset Motorola’s Mobile Phone Share Declines
• 05/31/10 Music Still 90% of Apple’s iTunes Business
• Week of 2010-05-23
• 05/28/10 Apple’s iPhone Business is Worth 30x More Than Motorola’s Mobile Phones Business
• 05/28/10 Strong Desktop Sales Suggest Upside to HP’s Stock
• 05/28/10 Android-iPhone Battle Has Parallels to Windows-Apple Struggle of the ’90s
• 05/27/10 More Offshoring Will Help Preserve Accenture’s System Integration Margins
• 05/27/10 Demand for Greater Business Efficiency Will Benefit Adobe
• 05/27/10 Nokia-Yahoo Deal a Smart Play to Attract US Smartphone Buyers
• 05/26/10 Verizon’s Data Business Benefits from Android Overtaking the iPhone
• 05/26/10 Potential 5% Upside to Intel’s Stock from Google TV
• 05/25/10 Potential Downside to Nokia’s Stock from Falling Smartphone Prices
• 05/25/10 SAP-Sybase a Threat to Oracle’s Database Business?
• 05/24/10 Low Priced Chipsets from MediaTek Could Hurt Qualcomm’s Stock
• 05/24/10 Accenture Goes After Cyber Security
• 05/24/10 The Right Partnerships Can Drive McAfee’s Stock
• Week of 2010-05-16
• 05/21/10 International Markets and Search Technology To Drive Monster’s Stock
• 05/21/10 Payroll Processing 83% of ADP’s Stock
• 05/21/10 Higher Demand for Norton Backup Software Means Upside to Symantec’s Stock
• 05/21/10 Omniture Accounts for 8% of Adobe’s Stock
• 05/20/10 New Coverage: $35 Trefis Price Estimate for McAfee
• 05/20/10 Third Party Sales Could Drive Amazon’s International Market Share
• 05/20/10 Private Computing Clouds a Money Maker For VMware
• 05/20/10 SAP Will Leverage Sybase To Deliver Business Apps on Smartphones
• 05/19/10 New Cloud Storage Software Can Help Symantec’s SaaS Business
• 05/19/10 StudioNow Acquisition Can Boost AOL’s Ad Revenue
• 05/18/10 Rebound in Internet Display Ad Market Will Boost VeriSign’s Domain Names Business
• 05/18/10 Oracle Will Use MySQL to Take Share from Microsoft
• 05/18/10 RIM Plays Catch-Up With New BlackBerry OS
• 05/17/10 Intrinsity Acquisition Could Benefit Apple’s Stock at the Expense of Qualcomm
• 05/17/10 Higher Prices and Margins to Increase Nvidia’s Profitability
• 05/17/10 US Postal Service’s Woes Impact Netflix
• Week of 2010-05-09
• 05/14/10 Sun’s MySQL Will Add Little Value to Oracle’s Database Business
• 05/14/10 NetApp Will Continue to Grow its Storage Market Share
• 05/14/10 Amazon Locks In Customers with Subscriptions and Fast Shipping
• 05/14/10 Motoblur Can Slow Motorola’s Market Share Decline
• 05/13/10 Near-Term Decline in ADP’s Payroll Revenues From Small Businesses Expected
• 05/13/10 3G iPad’s Direct Contribution to AT&T’s Stock is Small
• 05/13/10 VeriSign Goes After Huge Market with New Trust Seal Service
• 05/12/10 Improvement in Bill Rates Will Benefit Accenture’s Consulting Margins
• 05/12/10 New Software Release Could Benefit SAP’s Stock
• 05/12/10 Akamai Benefits from Sports Events like the FIFA World Cup and Winter Olympics
• 05/11/10 Smartphones and Emerging Markets Will Drive Growth for SanDisk
• 05/11/10 Lexmark’s Stock Driven by Gains in Laser Printer Market Share
• 05/11/10 Rising Smartphone Mix Will Benefit Motorola’s Stock
• 05/10/10 Potential 15% Downside to NYT’s Stock From WSJ Competition
• 05/10/10 DirecTV’s Stock Rises from Higher Subscriber Revenues and Lower Costs
• 05/10/10 Sprint Benefits From Better Customer Service, Brand Image & New Smartphones
• Week of 2010-05-02
• 05/07/10 Higher Profit Margins on Flash Memory Boost SanDisk’s Stock
• 05/07/10 Akamai Continues to Sustain High Margins Despite Price Competition
• 05/07/10 Disney Spends on Resorts and Cruise Ships to Attract Visitors
• 05/06/10 $1 Billion of Data Domain Sales For EMC By 2012
• 05/06/10 Weak Economic Conditions Continue to Mar Paychex’s Payroll Revenues
• 05/06/10 $350+ Apple Stock Price If iPhone Pricing Remains Stable
• 05/06/10 Netflix Dodges New Release Competition in Pay-Per-View Market
• 05/05/10 Nielsen Estimates Suggest Upside To AT&T’s Stock
• 05/05/10 Cisco Benefits from Web Conferencing Through the iPhone and iPad
• 05/05/10 Is Amazon Sacrificing its Margins for Growth?
• 05/04/10 Will 3D TV Be As Successful As the 3D Box Office?
• 05/04/10 Upside to Apple’s Stock if iPad Sales Exceed 4 Million Units
• 05/04/10 New Smartphones Needed for Verizon Subscriber Growth
• 05/03/10 Downside to Cisco’s Stock If Alcatel-Lucent Wins More Router Market Share
• 05/03/10 Growing Demand for Business Analytics Software Will Benefit IBM
• 05/03/10 U-Verse Is Saving AT&T’s Wireline Business
• Week of 2010-04-25
• 04/30/10 HD Content, Cloud Computing and Mobile Web Will Drive Growth for Akamai
• 04/30/10 Strong Growth in VMware’s Software Maintenance Revenues Drive Stock Up
• 04/30/10 PC Market Growth Will Drive Windows 7 Sales and Microsoft’s Stock
• 04/29/10 Palm Needs to Maintain Mobile Share to Justify HP’s $1.2 billion Purchase Price
• 04/29/10 Value-Added Services Competition Not A Threat To Akamai Yet
• 04/29/10 Can HP’s Acquisition of Palm Hurt RIM’s Stock?
• 04/29/10 Video Ads the Future of Yahoo, New York Times and News Corp’s WSJ
• 04/28/10 DVRs Won’t Negatively Impact Dish’s Ad Revenues
• 04/28/10 Cisco’s Switch Market Grows But Competition Increases
• 04/28/10 More Smartphones and E-Readers Drive Data Revenue Growth for AT&T
• 04/27/10 SAP Will Benefit From Increasing Business Intelligence Software Demand
• 04/27/10 Can Seller Initiatives Drive eBay’s Stock Higher?
• 04/27/10 Sensitizing Netflix’s Stock Price To Subscriber Growth
• 04/26/10 Symbian 3 Launch Delay Will Hurt Nokia’s Margins and its Stock
• 04/26/10 Mobile Data Price War Can Hurt AT&T’s Stock
• 04/26/10 What Does $100+ Stock Price Mean For Netflix?
• 04/26/10 CBS, ABC or Fox: Which Broadcasting Network is More Valuable?
• Week of 2010-04-18
• 04/23/10 16% of Dell’s Stock is Managed Services, Printer Services Can Help it Grow
• 04/23/10 Netflix’s Stock Driven Higher by Subscriber Growth
• 04/23/10 5% Upside to Qualcomm’s Stock from Faster 3G Adoption
• 04/22/10 Videos Will Help Yahoo’s Display Ad Business and its Stock
• 04/22/10 International Markets Crucial for iPhone Growth
• 04/21/10 Sustained iPhone Growth Rate Could Lift Apple’s Stock Beyond $300
• 04/21/10 Core Routers to Drive Growth for Juniper in 2010
• 04/21/10 Why the Housing Market Matters for Motorola’s Stock
• 04/20/10 New Server Processors Can Help AMD Compete with Intel
• 04/20/10 Can the Next Gen iPhone Boost Apple’s Stock?
• 04/20/10 ESPN, HBO and Fox Sports: Top 3 Cable TV Revenue Generators for Media Stocks
• 04/19/10 Three Factors That Can Improve Search Revenue and Help Google’s Stock
• 04/19/10 What Percent of Apple’s Stock Comes from iAd and the Paid Apps Business?
• Week of 2010-04-11
• 04/17/10 Accenture’s Stock Depends on Technology Outsourcing
• 04/16/10 Social Networking Sites a Growing Threat to Monster’s Stock
• 04/16/10 Rising Demand for VoIP Can Boost Comcast’s Stock by 3%
• 04/16/10 People Magazine Worth 5% of Time Warner’s Stock, 2x More than TIME Magazine
• 04/16/10 Popularity of Netbooks Fades But Intel’s Stock Could Still Benefit
• 04/16/10 Are HP and Dell Stocks Under Threat from Apple’s Move into Business Notebooks?
• 04/15/10 Middleware Software Constitutes 41% of IBM’s Stock
• 04/15/10 Higher Intel Notebook and Server Processor Margins Can Boost Intel’s Stock
• 04/15/10 iPhone is 25% of AT&T’s Mobile Revenue and Mobile is 43% of AT&T’s Stock
• 04/15/10 CBS Could See 8% Stock Upside If Radio Ad Market Improves in 2010
• 04/14/10 ADP’s Stock Depends on Large National Payroll Accounts
• 04/14/10 5% Downside to Adobe’s Stock if Microsoft and Apple Gain in Creative Software Market
• 04/14/10 1% Downside to Apple’s Stock After iPad’s New Teardown Analysis from iSuppli
• 04/14/10 Time Warner’s Stock Depends on Modest Subscriber Fee Growth for TNT Channel
• 04/13/10 Rebound in Notebook Market Share Could Mean 17% Upside to Dell’s Stock
• 04/13/10 Potential 5% Upside to Apple’s Stock from New iPhone OS Share Gains
• 04/13/10 Negligible Impact on Stock If Comcast Turns Fully Digital
• 04/13/10 Growth and Cost Reductions Needed for Netflix’s Stock to Double Again
• 04/12/10 Huawei Can Put Pressure on Cisco’s Router Market Share and Margins
• 04/12/10 Disney’s CapEx Rivals that of Time Warner, News Corp and Viacom Combined
• 04/12/10 iAd Could Earn Apple $2 Billion and Provide a 5% Upside to Apple’s Stock
• 04/11/10 Exit from China Has Little Impact on Google’s Stock
• Week of 2010-04-04
• 04/09/10 Wall Street Journal is About 5% of News Corp’s Stock
• 04/09/10 3% Upside To Oracle’s Stock if it Can Gain Server Market Share
• 04/09/10 Motorola Could Lose Cable Broadband Modem Market Share to Cisco and Arris
• 04/09/10 More Connected Devices Like the iPad Can Benefit Netflix’s Stock in the Long-Run
• 04/08/10 US Box Office Ticket Price Hikes Hardly Matter to Viacom’s Stock
• 04/08/10 Nexus One + Google Apps Combo a Potential Threat to RIM’s Stock
• 04/08/10 Microsoft Dynamics Software Will Continue to Gain Share in Customer Relationship Market
• 04/08/10 Can Lucrative Managed Print Services Help Dell’s Printer Business and its Stock?
• 04/07/10 More HD Channels Could Benefit Dish Network’s Stock
• 04/07/10 High Capacity Smartphone Memory Cards Can Benefit SanDisk’s Stock
• 04/07/10 Compared to Google’s Stock, Yahoo and AOL Stocks Highly Dependent on Display Ads
• 04/07/10 More Competitive Wideband Pricing Needed to Boost TWC’s Stock
• 04/07/10 10% Upside to Apple’s Stock if Verizon Offers iPhones in 2011 (NASDAQ:AAPL)
• 04/06/10 Showtime Networks Market Share Growth Important for CBS’s Stock
• 04/06/10 4G Technology on Gobi Chipsets Can Benefit Qualcomm’s Stock
• 04/06/10 Microsoft, Apple and Google the Three Most Valuable Stocks on Trefis
• 04/05/10 The Disney Channel is Nearly 7% of Disney’s Stock
• 04/05/10 Higher iPad App Pricing Has Little Impact on Apple’s Stock (NASDAQ:AAPL)
• 04/05/10 Declining Landline Phone Business Still 15% of AT&T’s Stock
• Week of 2010-03-28
• 04/03/10 Impact on Apple’s Stock of Mac Notebook Cannibalization by the iPad
• 04/03/10 YouTube 10x More Important Than Gmail for Google’s Stock
• 04/02/10 Recovering IT Spend Will Benefit Cisco’s Enterprise Router Business
• 04/02/10 Will Lines at Apple Stores Predict iPad Sales and the Direction of Apple’s Stock?
• 04/02/10 Wii Console Can Help Netflix Save Costs and Win New Subscribers
• 04/02/10 Higher Margins on BlackBerry Bold and Curve Phones Could Help RIM’s Stock
• 04/01/10 BlackBerry Promotions by AT&T and Verizon Will Benefit RIM’s Stock
• 04/01/10 Could Dell Desktop Prices Dip Below $200?
• 04/01/10 Xbox 360 Partnership Offers Little Upside for SanDisk’s Stock
• 04/01/10 More than 50% of EMC’s Stock is Software
• 03/31/10 Flexible Triple Play Bundling Can Help AT&T’s TV and Internet Business
• 03/31/10 5% Downside to Motorola’s Stock if Cisco and Apple Gain in Digital TV Box Market
• 03/31/10 Can Novarra Acquisition Add Value to Nokia’s Stock?
• 03/30/10 Sustaining Search Market Share Important for AOL’s Stock
• 03/30/10 VoIP is a Fifth of Comcast’s Stock
• 03/30/10 What Would 100 Billion iPhone App Downloads Mean for Apple’s Stock?
• 03/30/10 Is Acer’s Entry into Servers a Risk for Dell’s Stock?
• 03/29/10 5% Upside to AT&T’s Stock if 40% of BlackBerry Users Switch to iPhone
• 03/29/10 Will New Symbian 3 Smartphones in the US Matter for Nokia’s Stock?
• 03/29/10 Can Nvidia’s Stock Benefit from New Optimus Technology for Notebook PCs?
• Week of 2010-03-21
• 03/26/10 Printers & Cartridges More Valuable Than Notebooks & Desktops For HP’s Stock
• 03/26/10 MTV is 9% of Viacom’s Stock; Subscriber Fee Growth Important for MTV
• 03/26/10 DVD Purchase Limits By Walmart and Target Can Benefit Netflix’s Stock
• 03/25/10 Creative Suite 5 Success Important for Adobe’s Stock
• 03/25/10 IDC’s Notebook PC Forecast Suggests Upside for HP’s Stock
• 03/25/10 New Smartphones and Higher Mobile Gross Margins Important for Motorola’s Stock
• 03/25/10 10% Downside to Yahoo’s Stock if Ad Rate Declines Continue
• 03/24/10 Upside to Nvidia’s Stock if New Tegra 2 Chip Wins Big in Tablet PC Market
• 03/24/10 Can Snapdragon Stop Qualcomm’s Chipset Pricing Declines?
• 03/24/10 Netflix’s Stock Can Benefit as Movie Studios Favor Video-on-Demand
• 03/24/10 Would More Paid iPhone Apps Matter for Apple’s Stock?
• 03/23/10 Adobe Flash No Longer on the iPhone. Does it Matter for Adobe Stock?
• 03/23/10 How Much Could Norton 2010 Help Symantec’s Stock?
• 03/23/10 Unlicensed Mobile Phone Vendors Could Hurt Nokia’s Emerging Markets Business
• 03/23/10 Do Higher Mac Sales Matter Much for Apple’s Stock?
• 03/22/10 U-Verse TV and Internet Services Increasingly Important for AT&T’s Stock
• 03/22/10 Akamai’s Netflix Deal Signals the Company’s New Competitiveness
• 03/22/10 How Important are Stable BlackBerry Prices for RIM’s Stock?
• Week of 2010-03-14
• 03/19/10 Is the Latin America Business Significant for DirecTV’s Stock?
• 03/19/10 Rising CNN Viewership Helps Time Warner’s Stock
• 03/19/10 700 Million Monthly YouTube Visitors by 2016?
• 03/19/10 Early Indicators Suggest iPad Could Provide More Upside to Apple’s Stock
• 03/19/10 New Server Processor Could Mean Upside to Intel’s Stock
• 03/18/10 How Much Could Disney Get by Selling ABC Network?
• 03/18/10 Declining Laser Cartridge Prices Impact Lexmark’s Stock
• 03/18/10 Comscore Data Suggests Slower than Expected iPhone Sales
• 03/17/10 What if Nokia Operating Margins Keep Declining?
• 03/17/10 PayPal Smartphone Transactions Could Become Important for eBay’s Stock
• 03/17/10 iPad May Kill Plastic Logic’s QUE E-Reader
• 03/16/10 Analyst Sees Upside for Akamai from Value Added Services
• 03/16/10 Time Warner’s Bet on 3D Movies: A Right Move?
• 03/16/10 Microsoft’s Stock Could Lose $2 if Office Margins Decline to Google App Levels
• 03/16/10 Cellular Baseband Market Share Crucial for Qualcomm’s Stock
• 03/15/10 MySpace is Losing Talent and Growth is Slowing. How Much Should News Corp Care?
• 03/15/10 Oracle Can Benefit from Growing Mobile Phone Market with Sun’s Java
• 03/15/10 The iPhone is Driving AT&T’s Capital Expenditures
• 03/15/10 Wal-Mart’s Vudu Acquisition Will Not Impact NFLX
• Week of 2010-03-07
• 03/12/10 Growth in Searches per Internet User Crucial for GOOG and YHOO
• 03/12/10 Would the extinction of iPod and Zune matter to AAPL and MSFT?
• 03/12/10 WiMax Could Boost Motorola’s Stock
• 03/12/10 Search Market Share Trends: More Downside for YHOO, Upside for MSFT
• 03/11/10 What if merchandise prices on eBay continue to decline?
• 03/11/10 iPhone 3GS Making Inroads with Businesses, Could Boost AAPL
• 03/11/10 Nexus One and Windows Phone 7 Can Boost Qualcomm’s Stock
• 03/11/10 AT&T’s 3G Network Upgrades Can Help it Compete, Even With 4G
• 03/11/10 Fewer Comcast On-Demand Views Will be Paid For
• 03/10/10 Motorola’s Mobile Phone Pricing Expected to Rise Through 2011
• 03/10/10 How Much of News Corp’s Stock is MySpace?
• 03/10/10 Featured Forecast: Dish Network’s DVR penetration to reach 75% by 2016
• 03/10/10 Cisco’s New Ultra-fast Broadband Routers Mean Little for Stock
• 03/10/10 China, India, Brazil 4x More Valuable than US, Europe for Nokia’s Stock
• 03/09/10 What percent of Google’s stock is AdSense?
• 03/09/10 Apple Could Earn $400 Million in 2010 from Ebooks Alone
• 03/09/10 Apple Could Sell 48 Million Ebooks in 2010
• 03/09/10 Apple Ebooks Priced at an Average of $8
• 03/08/10 Google Apps Can Win Microsoft Office Customers with DocVerse
• 03/08/10 Symantec Benefits from Health Care Industy’s Need to Cut Costs
• 03/08/10 Growing Nickelodeon Subscriber Fees Important for Viacom’s Stock
• 03/08/10 Touch Kindle Can Compete Better with iPad and Boost Amazon’s Stock
• Week of 2010-02-28
• 03/05/10 Trefis Analysis: What percent of eBay’s stock is PayPal?
• 03/05/10 Shifting Consumer Preference from Buying to Renting DVDs Can Benefit Netflix’s Stock
• 03/05/10 Qualcomm’s Mobile TV App Drives Demand for Powerful Mobile Chips
• 03/05/10 iPhone Could Overtake BlackBerry Market Share in 2011
• 03/05/10 Microsoft’s Deal with Yahoo Could Hurt Google’s Stock
• 03/04/10 Disney Characters Drive $8 billion Disney Consumer Merchandise Business
• 03/04/10 Verizon and Vodafone Can Help Google Sell 5 Million Smartphones in 2010
• 03/04/10 Comcast Deal Can Slow Symantec’s Market Share Declines
• 03/03/10 Market Share Declines Could Hurt Motorola
• 03/03/10 Apple’s iPad can help New York Times’ online ad business and boost NYT stock
• 03/03/10 27% of Qualcomm’s Stock is Value of its Cash
• 03/02/10 Apple Stock: iPad Business More Valuable Than Mac Desktops
• 03/02/10 Cisco’s Router Business is Worth More Than $20 billion
• 03/01/10 Increased political ad spend benefits CBS; upside to stock is small
• 03/01/10 Trefis Analysis: What percent of Apple’s stock is Apple TV?
• 03/01/10 30% Upside for Sprint Stock if it Can Revert Subscriber Losses
• 03/01/10 iPad Gross Profit Margins Higher than iPod and Kindle Margins
• Week of 2010-02-21
• 02/26/10 What Loss of iPhone Exclusivity Could Mean for AT&T’s Stock
• 02/26/10 Better Resume Search Technology Can Help Monster Compete with LinkedIn, Facebook
• 02/26/10 Featured Forecast: Netflix Subscribers to Double by 2016
• 02/25/10 Trefis Analysis: Notebook PCs 17% of Dell’s Stock
• 02/25/10 Rising Subscriber Fees Expected for News Corp’s Fox Sports
• 02/24/10 LTE Technology Can Limit Share Declines for Nokia Siemens Network
• 02/24/10 Featured Forecast: Sprint’s iDEN Subscribers Expected to Decline
• 02/24/10 RIM Stock: Free Software Can Sell More BlackBerries
• 02/23/10 Comcast’s On-Demand Video Service Worth More than 30x Blockbuster
• 02/23/10 Trefis Forecast: What % of Google’s stock is Orkut?
• 02/23/10 Does Qualcomm’s BREW Mobile App Platform Matter for the Stock?
• 02/23/10 Microsoft Deal to Boost Yahoo’s Search Advertising Margins
• 02/22/10 All-In-One Printer Demand Will Help Lexmark’s Stock
• 02/22/10 Windows is 32% of Microsoft’s Stock; Windows 7 Key to Future Growth
• 02/22/10 Intel’s Stock Impacted by Shift from Desktops to Notebooks
• 02/22/10 Trefis Forecast: Expected iPad Pricing Declines will Impact Apple’s Stock
• 02/22/10 Featured Forecast: Intel Will Continue to Lose Server Processor Market Share
• 02/22/10 Negative Impact of Potential HP-McAfee Deal on Symantec’s Stock
• Week of 2010-02-14
• 02/20/10 HD-DVR Expected to Drive Increases in DirecTV’s Revenue
• 02/19/10 Can Office 2010 Help Microsoft Maintain its Leadership in Productivity Software?
• 02/19/10 Expansion of Disney’s Parks & Resorts Will Attract More Guests and Drive Revenue
• 02/19/10 Services for Routers and Switches Make up 18% of Cisco’s Stock
• 02/18/10 Smartphones Can Slow Nokia Share Loss in Emerging Markets
• 02/18/10 Qualcomm’s New Chip Can Drive Apple’s iPhone Market Share
• 02/18/10 SanDisk’s Flash Memory Margins Dependent on Production Cost Reductions
• 02/18/10 Featured Forecast: $55+ DirecTV Satellite Subscriber Fees
• 02/17/10 Featured Forecast: CBS TV Network Ad Pricing Declines Expected
• 02/17/10 VoIP Will Boost Sprint’s Landline Profit Margins
• 02/17/10 Trefis Forecast: What % of Apple’s stock is the iPad?
• 02/16/10 Featured Forecast: AOL Internet Subscribers Heading to Zero
• 02/16/10 Smartphone Demand in Europe Can Help Nokia Offset US Share Declines
• 02/16/10 Symantec Business Market Share Losses Expected to Stop
• 02/16/10 Featured Forecast: Intel Will Reverse Notebook Market Share Losses
• 02/15/10 Price Competition Will Impact Sprint’s Prepaid Mobile Business
• Week of 2010-02-07
• 02/12/10 Featured Forecast: 550K+ Paychex Payroll Clients
• 02/12/10 Online Videos and Value-Added Services Will Drive Akamai’s Stock
• 02/12/10 EMC Storage Market Share Will Increase to 24%
• 02/11/10 Avatar Has Minimal Impact on News Corp Stock
• 02/11/10 Financial Services Rebound Could Propel SAP’s ERP Software Business
• 02/11/10 Verizon Could Sell More than 50 million Smartphones
• 02/11/10 Featured Forecast: 12% Dell Notebook Market Share
• 02/10/10 Featured Forecast: 90%+ Gross Margins for Adobe’s Acrobat Software
• 02/10/10 Featured Forecast: RIM BlackBerry Mobile Phone Market Share
• 02/10/10 Network Switches Market Share Crucial for Juniper’s Stock
• 02/10/10 35% of Nvidia’s Stock from High-End Professional Graphics Cards
• 02/09/10 3G/4G Mobile Phones Will Boost Verizon’s Data Revenue and Stock
• 02/09/10 Sansa MP3 Players only 2% of SanDisk’s Stock
• 02/09/10 Google Apps is 3% of Google’s Stock
• 02/09/10 Symantec’s Antivirus Market Share Will Decline
• 02/08/10 Monster-Yahoo: $10.90 Trefis Price Estimate for Monster
• 02/08/10 Symantec’s Stock: Norton Margin Declines to Continue
• 02/08/10 Each BlackBerry user earns RIM $4+ per month in service fees
• 02/08/10 Xbox less than 3% of Microsoft’s Value
• 02/08/10 Broadband Market Share Critical for Time Warner Cable
• Week of 2010-01-31
• 02/06/10 How Amazon’s Stock Price Can Reach $180+
• 02/05/10 Photoshop is 56% of Adobe’s Stock
• 02/05/10 Qualcomm’s Mobile Chipset Market Share Will Decline to 60%
• 02/04/10 AT&T (T) will win more TV subscribers from Comcast (CMCSA), Time Warner Cable (TWC)
• 02/04/10 Qualcomm (QCOM) Supported by Increase in CDMA Penetration Rates
• 02/03/10 Cisco (CSCO): 26% of Value is Network Switches
• 02/03/10 AT&T (T), Verizon (VZ) and Sprint (S) Stocks: Mobile Internet and Texting Crucial
• 02/02/10 Qualcomm Declines to Continue
• 02/02/10 Disney May Raise Costs for Netflix
• 02/02/10 Amazon Drives Kindle Sales Using Higher E-Book Royalties for Authors
• 02/01/10 Juniper-Polycom Deal Could Hurt Cisco
• 01/31/10 Netflix: Declining revenue per subscriber and increasing DVD shipment costs
• Week of 2010-01-24
• 01/29/10 Sprint’s Margins Squeezed
• 01/28/10 Disney: Reasons for Excitement
• 01/27/10 Google’s lower capital expenditure and higher revenues
• 01/26/10 Does AT&T not know which business to invest in, or is it smarter than everyone?
• 01/26/10 Kindle Apps vs. iPhone Apps
• 01/25/10 Akamai Reduces Prices to Drive More Traffic
• 01/25/10 How Apple’s Tablet Hurts Intel
• 01/25/10 Google’s YouTube Rental Service Will Improve Monetization
• Week of 2010-01-17
• 01/22/10 Still Large Upside on eBay
• 01/21/10 Can cloud computing drive unexpected growth for Intel?
• 01/20/10 Can Sprint curb subscriber losses with lower pricing?
• 01/19/10 Online shopping sites are key to Akamai’s success
• 01/18/10 Showtime Networks is crucial for CBS
• Week of 2010-01-10
• 01/15/10 8 million songs on your iPhone and a new business model for iTunes
• 01/14/10 Netflix and Warner Brothers’ Win-Win Deal
• 01/13/10 Google Phone is worth $20B, 9% of Google’s stock
• 01/12/10 The business of broadcast TV is being transformed
• 01/11/10 Can Microsoft use “Free” to kill Norton antivirus (made by Symantec)?
• Week of 2010-01-03
• 01/08/10 Nvidia’s new chip for mobile phones and tablet PCs
• 01/06/10 New York Times – Online advertising vs. newspaper circulation
• 01/05/10 Sprint’s 4G bet to win subscribers
• 01/04/10 What if time spent on YouTube rivaled that of TV?
• Week of 2009-12-27
• 12/30/09 VeriSign’s domain name monopoly of gets sweeter
• 12/29/09 Motorola’s strategy: $8 billion in Cash + Focus on the Core
• 12/28/09 Disney’s ABC TV channel weakened by low margins
• Week of 2009-12-20
• 12/24/09 Nickelodeon or MTV – which TV Channel is worth more to Viacom?
• 12/23/09 Apple TV’s impact on Comcast and Netflix (Part 2 of 2)
• 12/22/09 Recent moves that could make Apple TV important (Part 1 of 2)
• 12/21/09 Growth in holiday retailing comes from online – Amazon a primary beneficiary
• Week of 2009-12-13
• 12/18/09 Trefis Widget on TechCrunch
• 12/17/09 Cisco increasingly focused on consumers. How much does it matter?
• 12/16/09 Amazon and Symantec link-up on cloud offering
• 12/15/09 How much does storage hardware mean for IBM?
• 12/14/09 Monster.com – beneficiary or victim of recession?
• Week of 2009-12-06
• 12/11/09 Forbes tries out Trefis to create forecasts for Intel and Disney
• 12/10/09 Akamai will benefit from media rich online shopping experiences
• 12/09/09 Google Apps is more valuable than YouTube and Gmail combined
• 12/08/09 CBS and how the TV advertising business works
• 12/07/09 Intel stumbles in discrete PC graphics market – nVidia / AMD market share secure for now
• Week of 2009-11-29
• 12/04/09 Hard numbers for the Comcast-NBC deal
• 12/03/09 (New Coverage) Symantec, maker of Norton – Trefis price of $25 vs. market price $18
• 12/02/09 How GM and Chrysler impact payroll processor ADP
• 12/01/09 Is Netflix’s CEO Reed Hastings wooing Comcast? (Part 2 of 2)
• 11/30/09 Is Netflix’s CEO Reed Hastings wooing Comcast?
• Week of 2009-11-22
• 11/27/09 Lexmark would be devastated if Laser cartridge margins fell to inkjet levels
• 11/25/09 4G mobile phone technology critical for Qualcomm’s royalty rates
• 11/24/09 Does a full cruise ship matter to Disney’s business?
• 11/23/09 The world’s most valuable software business
• Week of 2009-11-15
• 11/20/09 HBO, ESPN, MTV: How the top TV channels stack up
• 11/19/09 Is Google search predicting declining notebook PC prices?
• Week of 2009-11-08
• 11/13/09 HP buys 3Com for $2.7 billion – the chess game in technology continues
• Week of 2009-11-01
• 11/05/09 Cisco moves into fast growing Chinese digital TV box market
• 11/04/09 iPhone’s slow start in China could hurt Apple’s stock
• 11/03/09 Nokia vs. BlackBerries and iPhones in emerging markets
• Week of 2009-10-25
• 10/30/09 vSphere to boost VMware market share; Trefis price estimate increased from $44.49 to $49.54
• 10/29/09 SAP’s markets are shrinking and margins are declining; Trefis price estimate lowered from $45.51 to $39.06
• 10/28/09 AT&T’s play in the TV market – how close can AT&T get to the leader Comcast and what is the size of the prize?
• 10/27/09 How much can Netflix subscribers grow?
• 10/26/09 Distilling impact of Microsoft earnings results: 1) Windows 7 will drive more upgrades 2) revenue per search for Bing declines significantly
• Week of 2009-10-18
• 10/22/09 eBay reports earnings; Trefis price increased to $35.14, nearly 50% upside to market price
• 10/21/09 Lexmark, SanDisk and Yahoo Report Earnings; we think there is upside to Lexmark and SanDisk
• 10/20/09 Apple Earnings: Trefis price updated from $191 to $214, 7% upside to $200 market price
• 10/19/09 How much could Wal-Mart hurt Amazon?
• Week of 2009-10-11
• 10/15/09 (New Coverage) Dish Network – Trefis price of $24.31, 25%+ upside to market price
• 10/14/09 Virtual desktops will help EMC sell more storage hardware
• 10/13/09 Cisco recent acquisition #3: Starent Networks for $2.9 billion
• 10/12/09 Netflix CEO confirms shift from DVD to streaming video; stock could be at $70 (+50% upside)
• Week of 2009-10-04
• 10/08/09 From 24% share in 2005 to 32% in 2008 – can Verizon continue to gain more market share?
• 10/07/09 New features: Introducing the Trefis community
• 10/06/09 Nvidia’s new Fermi cards can help you model climate change and collision physics better than Intel or AMD cards
• 10/05/09 HP wants you to print more color photos, maps, coupons and movie tickets at home
• Week of 2009-09-27
• 10/02/09 Accenture reports earnings; Trefis priced increased from $46.63 to $50.24 (33%+ upside to market price)
• 10/01/09 Cisco pays $3B for a video conferencing company Tandberg; deal will help Cisco sell more switches and routers
• 09/30/09 New Sun-Oracle database system expected to lift Oracle database software market share
• 09/29/09 Netflix stock price could be more than $70 (+50% the market price of $46.57) if people started downloading videos instead of getting DVDs in the mail
• 09/28/09 (New Coverage) Monster.com – Trefis Price of $12.68 almost 30% lower than Market Price of $17.24
• Week of 2009-09-20
• 09/25/09 How meaningful is Apple’s new iMac?
• 09/24/09 Should Comcast acquire Sprint?
• 09/23/09 Microsoft exec reveals how much the company really makes from Windows
• 09/22/09 Does the Box Office matter?
• 09/21/09 Dell pays $3.9 billion to acquire Perot Systems
• Week of 2009-09-13
• 09/18/09 Verizon focuses on building a cable TV business; accepts decline of its landline phone business
• 09/17/09 Will SanDisk continue to make money from digital camera memory?
• 09/16/09 Adobe acquires Omniture for $1.8 billion and announces earnings
• 09/15/09 AMD’s new marketing strategy shifts focus to graphics business; server business remains most important
• Week of 2009-09-06
• 09/12/09 How meaningful is Motorola’s Android-based Cliq phone?
• 09/11/09 Oracle reveals intent to compete with IBM in the server market
• 09/10/09 How many iPhones will Apple sell in China?
• 09/09/09 Palm announces new Pixi smartphone – potential boost to Sprint and Qualcomm
• 09/08/09 Will the Google Phone and Palm Pre save Sprint?
• 09/06/09 (New Coverage) Netflix: Trefis Price of $54.36 vs. Market Price of $40.95
• Week of 2009-08-30
• 09/04/09 iPhone data usage is causing AT&T to spend more on wireless upgrades and expansions
• 09/03/09 SanDisk makes money from sales of Apple’s iPhones and iPods
• 09/02/09 Will Skype’s future performance justify the $2.75 billion price tag?
• Week of 2009-08-23
• 08/29/09 (New Coverage) New York Times: Online Ads are about 31% of NYT’s stock price, much more valuable than its traditional circulation sales business
• 08/28/09 Will Blu-ray save Viacom’s DVD business or will the internet and on-demand video kill the DVD sooner than expected?
• 08/27/09 SAP helps large banks use customer data to make more money
• 08/26/09 How could Google, Amazon, Facebook and others hurt eBay’s PayPal business?
• 08/25/09 Will open source destroy VMware’s core virtualization business?
• 08/24/09 Does Cisco’s web conferencing business matter?
• Week of 2009-08-16
• 08/22/09 Success of iPhone and other smartphones could hurt Qualcomm’s chipset business
• 08/21/09 How Netbooks impact Microsoft’s Windows pricing
• 08/20/09 “Cloud storage” could be a strong positive for NetApp
• 08/19/09 Disney parks and resorts business makes Disney’s stock more resilient than other media stocks
• 08/18/09 Could Wi-Fi hurt AT&T?
• 08/17/09 Can Microsoft help Nokia?
• Week of 2009-08-09
• 08/15/09 Comcast’s Digital Cable Business Threatened by AT&T, Verizon, YouTube & Hulu
• 08/14/09 Will Accenture’s Application Outsourcing business benefit from the economic downturn?
• 08/13/09 Broadcast TV Networks like CBS Losing to Cable Networks like TNT, TBS
• 08/12/09 Graphics Cards used by Gamers and Professionals is nVidia’s most valuable business
• 08/11/09 Impact on Google’s stock if Google can monetize YouTube at levels similar to Google Search
• 08/10/09 Is EMC a hardware company or a software company?
• Week of 2009-08-02
• 08/07/09 Amazon’s Zappos acquisition makes Electronics & General Merchandise Amazon’s most valuable segment
• 08/06/09 DirecTV loses out from growing prevalence of “triple play” services
• 08/05/09 New Coverage: Time Warner (driven by TNT, TBS, CNN & HBO) – Trefis Price of $29.31 vs. Market Price of $27.98
• 08/04/09 When companies have layoffs, Paychex’s stock suffers
• 08/03/09 Mobile phone makers like Nokia and Motorola pay significant royalties to Qualcomm
• Week of 2009-07-26
• 07/30/09 Viacom (driven by MTV, Nickelodeon, Paramount Films) – Trefis Price of $32.24 vs. Market Price of $24.89
• 07/29/09 Impact on Yahoo’s stock from a Microsoft Bing deal
• 07/28/09 Will Juniper lose to Cisco during the downturn?
• 07/27/09 Note of the Day: Could AT&T hurt Akamai?
• Week of 2009-07-19
• 07/24/09 Q2 for AT&T – iPhone sales help AT&T revenues; iPhone subsidies hurt profitability
• 07/23/09 Could Adobe’s Photoshop & creative software suite be hurt by open source competition?
• 07/22/09 Even if AMD maintains market share, debt could kill AMD’s stock
• 07/21/09 ESPN is about a quarter of Disney’s stock price
• 07/20/09 VeriSign makes about $6 for every single .com registered
• Week of 2009-07-12
• 07/17/09 Will HP remain the leader in printers & ink?
• 07/16/09 After acquiring Sun, what will Oracle do with MySQL?
• 07/15/09 New coverage : Sandisk (Trefis Price of $18.52 vs Market Price of $15.47)
• 07/14/09 Could Sprint’s Ericsson deal be a turning point for Sprint?
• 07/13/09 BlackBerry maker RIM’s Push Email Service is 1/3 of its stock price
• Week of 2009-07-05
• 07/11/09 Your emails travel through Cisco routers and network switches
• 07/10/09 eBay keeps 7.5% of the price of an item sold on its sites, as commission
• 07/09/09 Intel’s leadership in microprocessors fading?